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PDS Planning’s Crown Castle CCI Stock Holding History

PDS Planning’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,820
Closed -$251K – 568
2025
Q4 		$251K Sell
2,820
-607
-18% -$55.8K 0.02% 435
2025
Q3 		$331K Buy
3,427
+171
+5% +$17.3K 0.02% 346
2025
Q2 		$335K Buy
3,256
+183
+6% +$18.5K 0.02% 325
2025
Q1 		$320K Buy
3,073
+800
+35% +$74.7K 0.03% 309
2024
Q4 		$206K Hold
2,273
– – 0.02% 396
2024
Q3 		$270K Buy
2,273
+80
+4% +$8.81K 0.02% 325
2024
Q2 		$214K Sell
2,193
-113
-5% -$11.1K 0.02% 344
2024
Q1 		$244K Buy
2,306
+70
+3% +$7.61K 0.03% 310
2023
Q4 		$258K Sell
2,236
-173
-7% -$17.7K 0.03% 271
2023
Q3 		$222K Buy
+2,409
New +$250K 0.03% 280
2023
Q2 		– Sell
-1,642
Closed -$220K – 342
2023
Q1 		$220K Buy
+1,642
New +$227K 0.03% 253
2022
Q3 		– Sell
-1,261
Closed -$212K – 206
2022
Q2 		$212K Buy
+1,261
New +$229K 0.04% 182

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PDS Planning's CCI Position: Q1 2026 in Review

PDS Planning sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 2,820 shares — an estimated $251K sold.

PDS Planning first reported a position in CCI in Q2 2022 and held it in 12 quarters. The position peaked at $335K in Q2 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • PDS Planning reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • PDS Planning sold 2,820 Crown Castle shares in Q1 2026, an estimated $251K.
  • PDS Planning first reported a position in Crown Castle in Q2 2022 and held it in 12 quarters.
  • PDS Planning's Crown Castle position peaked at $335K in Q2 2025.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.